This is the Graham Case question #14 that states What actions can Oslo take today to ensure a smooth transfer of his rental real estate holdings to either Daisy or Rose at his death?

I. Change the title from individual to trust ownership.

II. Consider a buy-sell agreement provision by funding the agreement with a life insurance provision so that the daughter can then buy the rental company from the mother (assume Daisy would be the owner because she is the beneficiary of the property).

III. Use a grantor retained annuity or unitrust to pass these assets to Rose.

https://www.coursehero.com/u/file/peobo7/What-actions-can-Onslo-take-today-to-ensure-a-smooth-transfer-of-his-rental/#question

Answer rating: 100% (QA)

To ensure a smooth transfer of his rental real estate holdings to either Daisy or Rose at his death ... View the full answer